Recent insider share sale at current price of US$195 raises caution. Lack of insider purchases and significant selling over the last year, despite high insider ownership, leaves room for caution.
Builders FirstSource's impressive ROE and net income growth are positive, but earnings growth is expected to slow. Reinvesting all profits back into the business seems to be paying off.
Despite a challenging 2023, Builders FirstSource delivered a high-teens EBITDA margin. The company expects single-family housing starts to rise, while repair activity is estimated to rise slightly. Multifamily starts are expected to decline significantly.
According to B. Riley Securities, Builders FirstSource has become a best-of-breed company in the homebuilding ecosystem and is nearing an inflection point, transitioning from a low-multiple commodity play to a services-and-solutions provider meriting a higher valuation multiple.
B. Riley analysts expect Builders FirstSource to transition from a low-multiple commodity play to a service provider, anticipating a doubled share price in three years. Benchmark's Reuben Garner also rates the stock at 'Buy'
The ongoing insider stock sales might indicate a negative outlook for the company. Even with a high insider ownership, the lack of recent buys doesn't instil belief in the firm's future.
STI mover $牛奶國際控股(D01.SG)$was the top STI gainer, rising 4.31 percent to close at S$2.66. The top loser was$凱德商用新加坡信托(C38U.SG)$, losing 2.11 percent to end at S$1.86. See below for more trending stocks: REITs mover $吉寶-KBS美國房地產信托(CMOU.SG)$was the top gainer, rising 6.15 percent to close at S$0.345. The top loser was$Builders FirstSource(BLDR.US)$, losing 3.17 percent to end at S$0.305. See below for more details: Top-Traded SG S...
QUICK SCALP 126 $BLDR — STOCK & OPTION PLAY ALERT ON: $126.10 ON THE WATCH: $126.25 🥇 SIGNED OF MORE UPTREND: $126.36 NEED IT TO BREAK OVER: $126.42 key indicator for MORE uptrend - $126.50 confirmation uptrend - $126.63 OK I SEE YOU - $126.75 mini breakout - $126.89 Prepare for bigger breakout: $126.95.$Builders FirstSource(BLDR.US)$
Builders FirstSource股票討論區
➕90% move in 5 months in the face of recessionary fears.
專欄SG Movers for Friday | DFIRG USD was the top gainer.
$牛奶國際控股(D01.SG)$ was the top STI gainer, rising 4.31 percent to close at S$2.66. The top loser was $凱德商用新加坡信托(C38U.SG)$, losing 2.11 percent to end at S$1.86. See below for more trending stocks:
REITs mover
$吉寶-KBS美國房地產信托(CMOU.SG)$ was the top gainer, rising 6.15 percent to close at S$0.345. The top loser was$Builders FirstSource(BLDR.US)$, losing 3.17 percent to end at S$0.305. See below for more details:
Top-Traded SG S...
ALERT ON: $126.10
ON THE WATCH: $126.25
🥇 SIGNED OF MORE UPTREND: $126.36
NEED IT TO BREAK OVER: $126.42
key indicator for MORE uptrend - $126.50
confirmation uptrend - $126.63
OK I SEE YOU - $126.75
mini breakout - $126.89
Prepare for bigger breakout: $126.95. $Builders FirstSource(BLDR.US)$
The Q4 13F filings of super-investors particularly interesting.
During a time Chinese stocks were even more out of favour than they usually are, Burry was buying.
He also bought $Black Knight(BKI.US)$ , $Coherent(COHR.US)$ , $沃爾弗林集團(WWW.US)$ & $美高梅(MGM.US)$ .
Seth Klarman adds +190% to his $GOOG position as well as +150% to $Meta Platforms(META.US)$ .
In less...
暫無評論